HEISMAN TROPHY TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEISMAN TROPHY TR (EIN 13-7052079)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2024-10-08
- IRS object ID
- 202422829349101257
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Explan Of Legis Political Actvts
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-08T11:11:21-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 JERICHO QUADRANGLE SUITE 200 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137052079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEISMAN TROPHY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEIS | BusinessNameControlTxt |
| Phone | 2124257000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 BROADWAY 100 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL COMERFORD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124257000 | PhoneNum |
| Signature | 2024-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID MROTTKAMP CPA | PreparerPersonNm |
| PTIN | P00638973 | PTIN |
| Phone | 5162563500 | PhoneNum |
| Preparation | 2024-10-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,007,500 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,729,304 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $199,815 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $199,815 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $199,815 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $973,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $973,804 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $973,804 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,659,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,050,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,659,782 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,659,782 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,110,442 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,110,442 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,673,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,833,401 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,943,843 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,970 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $200,970 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $178,374 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $178,374 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $126,963 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $126,963 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $57,875 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $57,875 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,208 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $61,208 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,277,107 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $217,207 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,059,900 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $48,864 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,215 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $8,215 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $92,312 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $92,312 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,445 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $41,445 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $958,496 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $958,496 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,051,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $217,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,834,622 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,485,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,485,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,537,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $217,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,834,622 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,485,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,135,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,616,194 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,109,221 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,254,359 | CashBOYAmt |
| Cash EOY | $744,191 | CashEOYAmt |
| Cash EOYFMV | $744,191 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,096,830 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,302,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,302,986 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $573,472 | AcctRcvblAmt |
| Acct Rcvbl BOY | $78,833 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $573,472 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $573,472 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $142,443 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $533,565 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $533,565 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,746,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,503,784 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,636,984 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,075,825 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,825,091 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,705,417 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $481,088 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $489,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $418,550 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $194,896 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $117,561 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $25,550 | LandBOYAmt |
| Land EOY | $77,335 | LandEOYAmt |
| Land EOYFMV | $77,335 | LandEOYFMVAmt |
| Other Assets BOY | $15,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,916,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,064,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,007,500 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $15,389 | AccountsPayableEOYAmt |
| Grants Payable BOY | $102,094 | GrantsPayableBOYAmt |
| Grants Payable EOY | $245,076 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $604,167 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $458,750 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $706,261 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $719,215 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,209,913 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $45,345,341 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,209,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,345,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,916,174 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,064,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,209,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,135,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,345,341 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,345,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN | P | $3,682,751 | $4,024,987 | -$342,236 | -$342,236 |
| NORTHERN TRUST | P | $10,367,355 | $8,365,337 | $2,002,018 | $2,002,018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,659,782 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,659,782 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,459 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $24,093 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,552 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $791 | EsPenaltyAmt |
| Tax Due | $5,604 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HEISMAN.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5162563500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 JERICHO QUADRANGLE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE F DONAHUE | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN D OBERGFELL | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROL A PISANO | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAN REED | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES CORCORAN | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARVA SMALLS | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL COMERFORD ESQ | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| N RICHARD KALIKOW | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT WHALEN | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | EXECUTIVE DIRECTOR | 40.00 | $200,970 | $36,714 | $26,758 |
| SANFORD WURMFELD | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VASILI KRISHNAMURTI | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM J DOCKERY | ||||||||
| 111 BROADWAY | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY HENNING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OPERATIONS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $178,374 | CompensationAmt |
| Employee Benefits | $35,702 | EmployeeBenefitsAmt |
| Expense Account | $26,758 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,898,650 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,988,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,886,656 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,886,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $718,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,168,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,358,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,485,890 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,485,890 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-06-30 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,358,418 | CurrentYearAmt |
| Year1 | $2,296,625 | Year1Amt |
| Year2 | $1,809,786 | Year2Amt |
| Year3 | $1,573,517 | Year3Amt |
| Total | $8,038,346 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,004,655 | CurrentYearAmt |
| Year1 | $1,952,131 | Year1Amt |
| Year2 | $1,538,318 | Year2Amt |
| Year3 | $1,337,489 | Year3Amt |
| Total | $6,832,594 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,485,890 | CurrentYearAmt |
| Year1 | $2,107,503 | Year1Amt |
| Year2 | $2,086,213 | Year2Amt |
| Year3 | $2,431,450 | Year3Amt |
| Total | $9,111,056 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,485,890 | CurrentYearAmt |
| Year1 | $2,107,503 | Year1Amt |
| Year2 | $2,086,213 | Year2Amt |
| Year3 | $2,431,450 | Year3Amt |
| Total | $9,111,056 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,572,279 | CurrentYearAmt |
| Year1 | $1,531,083 | Year1Amt |
| Year2 | $1,206,524 | Year2Amt |
| Year3 | $1,081,216 | Year3Amt |
| Total | $5,391,102 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NEW YORK COMMUNITY TRUST | ||||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | NONE | PC | FINANCIAL SUPPORT | $1,997,000 | |
| SCHOLARSHIP AMERICA INC | ||||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | NONE | PC | FINANCIAL SUPPORT | $139,675 | |
| CURTIS GRANDERSON FOUNDATION INC | ||||||||
| 1401 N BROADWAY STE 210 | WALNUT CREEK | CA | 94596 | NONE | PC | FINANCIAL SUPPORT | $75,000 | |
| BIG BROTHERS BIG SISTERS OF NEW YORK CITY | ||||||||
| 40 RECTOR STREET 11TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | FINANCIAL SUPPORT | $30,000 | |
| CRISTO REY NEW YORK HIGH SCHOOL | ||||||||
| 112 E 106TH ST | NEW YORK | NY | 10029 | NONE | PC | FINANCIAL SUPPORT | $28,700 | |
| V FOUNDATION | ||||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | PC | FINANCIAL SUPPORT | $25,000 | |
| TIM TEBOW FOUNDATION | ||||||||
| 2220 COUNTRY RD STE 108 PMB 317 | JACKSONVILLE | FL | 32259 | NONE | PC | FINANCIAL SUPPORT | $20,000 | |
| PROMOTE ALTRUISM | ||||||||
| 5530 S ARVILLE | S ARVILLE | NV | 89118 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| BILLY SIMS FOUNDATION INC | ||||||||
| 6570 E 51ST ST B | TULSA | OK | 74145 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| TRENTON KAPPA FOUNDATION | ||||||||
| TRENTON KAPPA FOUNDATION | TRENTON | NJ | 08628 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| THE TORRETTA FOUNDATION | ||||||||
| 7322 SW 54TH CT SUITE 100 | MIAMI | FL | 33143 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| THE DOUG FLUTIE JR FOUNDATION FOR AUTISM | ||||||||
| PO BOX 767 | FRAMINGHAM | NY | 01701 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | ||||||||
| 3833 CLEGHORN AVENUE | NASHVILLE | TN | 37215 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| TEXAS CHRISTIAN UNIVERSITY (TCU) | ||||||||
| 2800 S UNIVERSITY DR | FORT WORTH | TX | 76129 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| ST RAYMOND SCHOOL | ||||||||
| 2380 E TREMONT AVE | BRONX | NY | 10462 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| ROBERT GRIFFIN III FOUNDATION | ||||||||
| 7808 LINKS DR | ARLINGTON | TX | 76001 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| VISITATION SAINT VINCENT DE PAUL SOCIETY | ||||||||
| 249 BROADWAY | BETHPAGE | NY | 11714 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| HBC FOUNDATION INC | ||||||||
| 14664 NW 25TH ROAD | NEWBERRY | FL | 32669 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| GREEN BERET FOUNDATION | ||||||||
| 14351 BLANCO RD | SAN ANTONIO | TX | 78216 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| GEORGE ROGERS FOUNDATION OF THE CAROLINAS INC | ||||||||
| PO BOX 205 | COLUMBIA | SC | 29202 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| ARCHIE & BONITA GRIFFIN FOUNDATION | ||||||||
| C/O LOWELL DRENCER 6740 WORTHINGTON | WESTERVILLE | OH | 43082 | NONE | PC | FINANCIAL SUPPORT | $10,000 | ROAD |
| DESIRE STREET MINISTRIES | ||||||||
| PO BOX 18057 | ATLANTA | GA | 77539 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| JOHNNY RODGERS YOUTH FOUNDATION | ||||||||
| 2011 WIRT ST | OMAHA | NE | 68110 | NONE | PC | FINANCIAL SUPPORT | $10,000 | |
| AMERICAN EXPRESS | ||||||||
| 200 VESEY STREET | NEW YORK | NY | 10281 | NONE | PC | FINANCIAL SUPPORT | $5,715 | |
| DONORSCHOOSEORG | ||||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PC | FINANCIAL SUPPORT | $2,800 | |
| WALTER CAMP FOOTBALL FOUNDATION INV | ||||||||
| 127 WASHINGTON AVE | NEW HAVEN | CT | 06507 | NONE | PC | FINANCIAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,485,890 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199,815 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $973,804 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,659,782 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MERCHANDISE SALES | $1,077 |
| LICENSING | $346,350 |
| MEDIA | $3,763,015 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,833,401 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,110,442 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,943,843 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | THE HEISMAN TROPHY TRUST ENSURES THE CONTINUATION AND INTEGRITY OF THE HEISMAN MEMORIAL TROPHY. THE TRUST ALSO HAS A CHARIATABLE MISSION TO SUPPORT AMATEUR ATHLETICS AND TO PROVIDE GREATER OPPORTUNITIES TO THE YOUTH OF OUR COUNTRY. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NISSAN | ||||||
| 1 | 195 BROADWAY | NEW YORK | NY | 10007 | $2,679,167 | Yes (X) |
| CAMPUS LEGENDS LLC | ||||||
| 2 | 7700 SQUARE LAKE BLVD | JACKSONVILLE | FL | 32211 | $1,500,000 | Yes (X) |
| ACCEPTANCE INSURANCE | ||||||
| 3 | 1829 E 14TH STREET | BROOKLYN | NY | 11229 | $154,167 | Yes (X) |
| JOSTENSVISANT | ||||||
| 4 | 357 MAIN ST | ARMONK | NY | 10504 | $64,583 | Yes (X) |
| CHRIS QUINN | ||||||
| 5 | 4890 BLAZER PARKWAY | DUBLIN | OH | 43017 | $24,000 | Yes (X) |
| TYLER BARTON | ||||||
| 6 | 345 PARK AVE 5TH FLOOR | NEW YORK CITY | NY | 10154 | $12,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $61,208 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,208 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COPIER USED | 2008-03-21 | $3,739 | $3,739 | SL | 5.000000000000 | $0 | $0 | $0 |
| LAPTOP | 2008-10-07 | $1,463 | $1,463 | SL | 5.000000000000 | $0 | $0 | $0 |
| NEW COMPUTER | 2008-11-12 | $1,713 | $1,713 | SL | 5.000000000000 | $0 | $0 | $0 |
| NEW OFFICE PRINTER | 2009-05-12 | $1,807 | $1,807 | SL | 5.000000000000 | $0 | $0 | $0 |
| 6 CR CARD SWIPERS | 2010-09-09 | $2,832 | $2,807 | SL | 5.000000000000 | $0 | $0 | $0 |
| WEB SOFTWARE UPGRADE | 2010-04-01 | $1,524 | $1,524 | SL | 5.000000000000 | $0 | $0 | $0 |
| DESKTOP COMPUTER | 2010-04-01 | $1,272 | $1,272 | SL | 5.000000000000 | $0 | $0 | $0 |
| NEW LABTOP | 2011-07-26 | $2,023 | $2,023 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2011-03-31 | $49,642 | $48,304 | 150DB | 7.000000000000 | $596 | $0 | $596 |
| NEW LABTOP RW | 2012-02-02 | $2,403 | $2,403 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| EXTERNAL HARD DRIVE | 2012-10-01 | $165 | $165 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2012-04-30 | $15,667 | $15,667 | 150DB | 7.000000000000 | $0 | $0 | $0 |
| NEW PHONE SYSTEM | 2014-06-30 | $3,554 | $3,554 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-11-01 | $1,498 | $1,498 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-11-21 | $5,000 | $5,000 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2018-03-30 | $2,167 | $1,553 | SL | 5.000000000000 | $433 | $0 | $433 |
| COMPUTER EQUIPMENT | 2018-10-28 | $325 | $195 | SL | 5.000000000000 | $65 | $0 | $65 |
| OFFICE FURNITURE | 2019-06-28 | $8,736 | $2,912 | SL | 7.000000000000 | $1,248 | $0 | $1,248 |
| COMPUTER EQUIPMENT | 2019-11-08 | $29,366 | $11,747 | SL | 5.000000000000 | $5,873 | $0 | $5,873 |
| OFFICE FURNITURE | 2022-10-21 | $60,000 | SL | 7.000000000000 | $0 | $0 | $0 |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | N/A | MediumExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| AMENDED RETURN | FORM 990-PF, PART 1, LINE 1 | THE 990-PF HAS BEEN AMENDED TO REFLECT A CORRECTION RELATING TO THE REPORTING OF CONTRIBUTIONS IN PART 1. |
| AMENDED RETURN | FORM 990-PF, PART 2, LINES 3, 19, AND 24 | THE 990-PF HAS BEEN AMENDED TO REFLECT A CORRECTION RELATING TO THE CURRENT YEAR ACCOUNTS RECEIVABLE, DEFERRED REVENUE, AND NET ASSETS WITHOUT DONOR RESTRICTIONS IN PART II. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLOBAL FIXED INCOME - JP MORGAN | $5,596,942 | $4,757,636 |
| US FIXED INCOME - JP MORGAN | $2,507,996 | $2,507,996 |
| US FIXED INCOME - JP MORGAN | $4,788,188 | $4,292,962 |
| US FIXED INCOME - NORTHERN TRUST | $5,931,965 | $5,146,823 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASIA EX - JAPAN EQUITY - JP MORGAN | $471,461 | $387,872 |
| EAFE EQUITY - JP MORGAN | $1,202,855 | $1,165,208 |
| EQUITIES - NORTHERN TRUST | $10,401,746 | $9,294,262 |
| EQUITIES - NORTHERN TRUST COHO | $240,543 | $361,895 |
| EQUITIES - NORTHERN TRUST EARNEST | $864,801 | $942,850 |
| EQUITIES - NORTHERN TRUST GRANITE | $585,608 | $665,222 |
| EQUITIES - NORTHERN TRUST JENNISON | $224,749 | $359,943 |
| EQUITIES - NORTHERN TRUST WCM INTL | $974,349 | $865,903 |
| EUROPEAN LARGE CAP EQUITY - JP MORGAN | $918,618 | $934,530 |
| JAPANESE LARGE CAP - JP MORGAN | $357,964 | $349,280 |
| US LARGE CAP EQUITY - JP MORGAN | $6,261,090 | $8,310,019 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE - NORTHERN TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $489,132 | BookValueAmt |
| EOYFMV | $418,550 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COPIER USED | $3,739 | $3,739 | $0 |
| LAPTOP | $1,463 | $1,463 | $0 |
| NEW COMPUTER | $1,713 | $1,713 | $0 |
| NEW OFFICE PRINTER | $1,807 | $1,807 | $0 |
| 6 CR CARD SWIPERS | $2,832 | $2,807 | $25 |
| WEB SOFTWARE UPGRADE | $1,524 | $1,524 | $0 |
| DESKTOP COMPUTER | $1,272 | $1,272 | $0 |
| NEW LABTOP | $2,023 | $2,023 | $0 |
| OFFICE FURNITURE | $49,642 | $48,900 | $742 |
| NEW LABTOP RW | $2,403 | $2,403 | $0 |
| EXTERNAL HARD DRIVE | $165 | $165 | $0 |
| OFFICE FURNITURE | $15,667 | $15,667 | $0 |
| NEW PHONE SYSTEM | $3,554 | $3,554 | $0 |
| COMPUTER EQUIPMENT | $1,498 | $1,498 | $0 |
| COMPUTER EQUIPMENT | $5,000 | $5,000 | $0 |
| COMPUTER EQUIPMENT | $2,167 | $1,986 | $181 |
| COMPUTER EQUIPMENT | $325 | $260 | $65 |
| OFFICE FURNITURE | $8,736 | $4,160 | $4,576 |
| COMPUTER EQUIPMENT | $29,366 | $17,620 | $11,746 |
| OFFICE FURNITURE | $60,000 | $0 | $60,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $57,875 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,875 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $15,000 | BOYBookValueAmt |
| EOY Book Value | $15,000 | EOYBookValueAmt |
| EOYFMV | $15,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $27,447 | $0 | $27,447 | $0 |
| OFFICE EXPENSES | $29,623 | $0 | $29,623 | $0 |
| HEISMAN AWARDS DINNER EXPENSES | $863,868 | $0 | $863,868 | $0 |
| BANK CHARGES AND MISC FEES | $7,702 | $0 | $7,702 | $0 |
| WEBSITE | $500 | $0 | $500 | $0 |
| PAYROLL FEE | $9,324 | $0 | $9,324 | $0 |
| DUES AND SUBSCRIPTIONS | $13,110 | $0 | $13,110 | $0 |
| POSTAGE AND STATIONARY | $3,822 | $0 | $3,822 | $0 |
| TELEPHONE EXPENSE | $3,100 | $0 | $3,100 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MERCHANDISE SALES | $1,077 | $1,077 |
| LICENSING | $346,350 | $346,350 |
| MEDIA | $3,763,015 | $3,763,015 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OUTSIDE CONTRACTORS | $1,059,900 | $0 | $1,059,900 | $0 |
| JP MORGAN CUSTODY FEE | $113,305 | $113,305 | $0 | $0 |
| NORTHER TRUST CUSTODY FEE | $103,902 | $103,902 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $6 | $0 | $6 | $0 |
| NYS FILING FEE | $24,093 | $0 | $24,093 | $0 |
| PAYROLL TAXES | $24,765 | $0 | $24,765 | $0 |
Comments